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AVUV icon

Intrua Financial’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Intrua Financial’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.04M Buy
40,370
+11,678
+41% +$1.39M 0.46% 38
2026
Q1 		$3.17M Buy
28,692
+13,638
+91% +$1.5M 0.33% 60
2025
Q4 		$1.54M Sell
15,054
-444
-3% -$44.4K 0.16% 109
2025
Q3 		$1.54M Buy
+15,498
New +$1.5M 0.17% 111

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Intrua Financial's AVUV Position: Q2 2026 in Review

Intrua Financial increased its Avantis US Small Cap Value ETF (AVUV) stake by 41% in Q2 2026, buying an estimated $1.39M and bringing the position to 40,370 shares worth $5.04M. The position accounts for 0.46% of the portfolio, ranked #38.

Intrua Financial first reported a position in AVUV in Q3 2025 and has held it in 4 quarters since. 682 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Intrua Financial held 40,370 shares of Avantis US Small Cap Value ETF worth $5.04M as of Q2 2026.
  • Intrua Financial bought 11,678 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.39M.
  • Avantis US Small Cap Value ETF made up 0.46% of Intrua Financial's portfolio in Q2 2026, its #38 holding.
  • Intrua Financial first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 682 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.